How big is Kuber Financial, LLC's plan?

Kuber Financial, LLC's plan reported $894K in assets and 21 participants for 2024.

Original filing (PDF)20251014175413NAL0001743779001

Kuber Financial, LLC

Name: Kuber Financial, LLC — Kuber Financial, Form 5500 (2024)
Creator: Kuber Financial, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Kuber Financial, LLC/Maxdecisions 401(k) Profit Sharing Plan

401(k) retirement plan · Kuber Financial, LLC's Kuber Financial, LLC/Maxdecisions 401(k) Profit Sharing Plan held $894K in plan assets for 21 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$894K

Net assets (EOY)

$894K

Plan identifiers

Kuber Financial, LLC's EIN is 47-4390897.

EIN 47-4390897

Plan number 001

Plan year 2024

ACK ID 20251014175413NAL0001743779001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Kuber Financial, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Kuber Financial, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for KUBER FINANCIAL, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score

Cost not scored — no comparable Schedule H expense data for this cohort.
High account-holder ratio — balance-holders per active participant in the top 15% of peers (86th percentile).

Plan sponsor

Name

KUBER FINANCIAL, LLC

EIN

all filings

Address

400 SPECTRUM CENTER DRIVE, · SUITE 350 · IRVINE, CA · 92618

Phone

(949) 484-8310

Industry

Finance & Insurance

Plan administrator